QCOM is going to be on over 80% of mobile CPUs. Shouldn't it priced at $100 already?
Apple will want to settle this..it could hold the stock back..with talk of injunctions in the US and the fact that their product could have inferior performance..I think the settlement is imminent ...too much riding on the next IPHONE to mess around for a few billion
Everything is up except QCOM
To all the faithful longs in QCOM, we are going up to $63 to $65 this week.
Lordy, I'm up >11% in 5 weeks- not too shabby. But more importantly, I bought with a 4+% dividend, increasing yearly. That's almost utility/REIT levels, but a much better DGR.. The AAPL lawsuits are the usual noise, like talc/Tylenol scares with JNJ, or utility cost overuns- #$%$ always happens. And it usually creates a good temporary buying op. Long for drip then retirement income divs. Junior can worry about the cap gains .
Finally going up! Hope Apple gets what's coming to them.
What is happening? QCOM was just warming and already cool down :(
AAPL wants to settle and QCOM wants to go to court. Maybe AAPL bite off more than they can swallow this time.
More and more people are talking that Apple made a mistake but does not know how to disengage the lawsuit. I hope they loose their shirt, QCOM should sell to Apple competitors and stiff AAPL.
The Chinese would love that.
Why is it up Pre market what's moving QCOM
AAPL is mostly an assembler and re-seller of products. If it was not for the Snap Dragon processor and QCOM there would be no iPhone. The nerve of them suing QCOM!
decided to hold long. .
Callin for 5$ eps without apple..so with the same pe as intel 70...they just stated that the potential in India is enormous..so they chould beat the 5$ without Apple..whohas patience settle the case and its high 60s in short order
I view Apple not only losing to Qualcomm, but eventually paying double for what it owes and what it will pay in the future. Qualcomm knows it I know it and sooner rather than later Apple will pay and know it too. Qualcomm will be the victor in this whole fiasco and Apple will pay many more billions to Qualcomm. In the end Apple will have be jeopardize their reputation and business by eventually becoming the most profitable company to have inflicted the most damage to themselves. Its been rumored there close to closing in on becoming the first trillion dollar company. I think this battle with Qualcomm is going to avert that from happening and eventually it is going to play out in the reverse, once Apple will have to pay out the money and then some...
QCOM in my view is a 100% extreme strong buy at this basement price for the shares.
LEGENDARY investory Seth Klarman just bought in...read up on him..he d
QCOM downgraded! Not good!
Like everyone posted when the teardown was done..either Apple uses QCOM chips or they sell an inferior phone..
When you think about...its not broken why mess with it. Apple grew to the largest company in world paired with Qcoms tech..why mess around now